Custom Dashboards
Visualise Your Business Metrics in Real Time
We create tailored dashboards that display your most critical business metrics at a glance, so you always know how your business is performing.
Capabilities
■ Lead Conversion Metrics
■ Financial Performance Dashboards
■ Inventory Stock Levels and Movement
■ Custom Data Visualisations
Platforms Supported
■ Zoho Analytics, Zoho CRM, Salesforce
■ Xero, Zoho Books, Netsuite
■ Zoho Inventory, Unleashed, Katana, Cin7
Examples
■ Real-time financial summaries in Zoho Analytics.
■ Live inventory updates linked with Shopify and Zoho Inventory.
KPI Tracking
Measure What Matters to Your Business
We help you define and track Key Performance Indicators (KPIs) to monitor your business growth and efficiency.
Capabilities
■ Customer Retention Metrics
■ Revenue Growth and Forecasting
■ Inventory Turnover Ratios
■ Financial Health Indicators
Platforms Supported
■ Zoho CRM, Salesforce, HubSpot
■ Xero, Zoho Books, Netsuite
■ Zoho Inventory, Unleashed
Examples
■ Real-time revenue forecasting linked to Xero.
■ Inventory turnover analysis displayed in Zoho Analytics.
Data Visualisation
See Your Data in Action
Our custom data visualisation services make complex information easier to understand and act upon.
Capabilities
■ Real-time Data Sync Across Platforms
■ Geographic Mapping for Sales and Inventory
■ Drill-down Reports and Trend Analysis
Platforms Supported
■ Zoho Analytics, Tableau, Microsoft Power BI
■ Salesforce, HubSpot, Monday.com
Examples
■ Heatmaps for geographical sales distribution.
■ Inventory movement visualisations for multi-warehouse operations.
Business Intelligence (BI) Integration
Make Data-Driven Decisions with Confidence
We integrate business intelligence tools to give you a deeper understanding of your business operations.
Capabilities
■ Cross-platform Data Aggregation
■ Real-time Reporting and Alert Systems
■ Historical Data Analysis
Platforms Supported
■ Zoho Analytics, Microsoft Power BI, Tableau
■ Salesforce Einstein, HubSpot Reporting
Examples
■ Real-time alerts when financial metrics deviate from targets.
■ Cross-department reporting in Zoho Analytics for holistic business insights.
Why Choose The CRM Agency?
See the Full Picture with Advanced Analytics
Customised Dashboards
Visualise the data that matters to you, in real-time.
Predictive Insights
Seamless Integrations
Real-time Alerts
Transform Your Data into Actionable Insights
Book a consultation to discover how our reporting and analytics solutions can optimise your business operations.
Book a Free Consultation →